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Inside the V(ALT), with Louis Rogers

Inside the V(ALT), with Louis Rogers

July 23, 2021

In this episode of Inside the V(ALT), Louis Rogers comments on multifamily fundamentals, migration from gateway cities, the effects of inflation on multifamily, and much more.

Clip: Who is Capital Square?

July 23, 2021

In this clip from Inside the V(ALT), Louis Rogers introduces Capital Square, including when it was founded, its focus, and its range of offerings.

Inside the V(ALT), with Gary Davi

July 21, 2021

In this episode of Inside the V(ALT), Gary Davi discusses Centersky’s focus this year and moving forward, turning an IT department from a cost center to a revenue center, how Centersky’s approach can help both the wholesaler and the advisor, and more.

Clip: Building a Tech Roadmap

July 21, 2021

In this clip from Inside the V(ALT), Gary Davi illustrates the difference between having a break/fix mindset and building a roadmap for the future.

Clip: A Purpose-Built Technology Team

July 21, 2021

In this clip from Inside the V(ALT), Gary Davi describes how Centersky works with its clients to develop solutions for their business problems.

Clip: About Centersky

July 21, 2021

In this clip from Inside the V(ALT), Gary Davi talks about the two themes of Centersky’s mission statement and how they supplement a sponsor’s IT department.

Inside the V(ALT), with Amy Small

July 6, 2021

In this episode of Inside the V(ALT), Amy Small talks about the role of custodians in a digital world, digitization and automation, fraud risk in the digital era, and more.

Clip: Human Element in Fraud

July 6, 2021

In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud.

Clip: Fraud

July 6, 2021

In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today.

Clip: Who is UMB Bank?

July 6, 2021

In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones.

Inside the V(ALT), with Michael Schwartz and Ben Aitkenhead

May 25, 2021

In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.  

Inside the V(ALT), with Michael Schwartz and Ben Aitkenhead

May 25, 2021

In this episode of Inside the V(ALT), Michael Schwartz and Ben Aitkenhead talk about technology and customer service advances in the self storage and single family rental sectors, solving for both coverage and value with income and growth, consolidation opportunities, and much more.  

Clip: Investing in Scale

May 25, 2021

In this clip from Inside the V(ALT), Ben Aitkenhead talks about giving investors the opportunity to invest in scale with single family rental nontraded REITs.

Clip: Who is SmartStop?

May 25, 2021

In this clip from Inside the V(ALT), Michael Schwartz reviews SmartStop’s offerings, AUM, and more information about its platform.

Inside the V(ALT), with Bill Robbins and Megan Bosch

May 25, 2021

In this episode of Inside the V(ALT), Bill Robbins and Megan Bosch cover some of the Altigo platform’s recent milestones, the secret to Altigo’s success, and its acceptance by broker dealers and advisors.

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Loreen M. Gilbert, CIMA, AIF, CRC, CLTC – President, WealthWise Financial Services
Blue Vault
July 6, 2016

Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.